Add a new Bank Account

Add Or Update Your Bank Accounts

There are default bank accounts in the system which you can configure as well as adding new bank accounts. The Current Bank Account details will be used on sales invoices that you send to your customers. 

Enter your bank details by:

1. navigating to the Setup tab 
2. select Bank Accounts
3. click  Edit next to the bank account you wish to modify.

You can change

• Bank Account Name
• Type
• Sort/Branch Code
• Account Number
• Account IBAN Code 
• Status
• Nominal Account

Update Your Bank Accounts

1. Go the Bank tab.
2. Click the Bank Account button, this will take you to a list of the Bank Accounts stored in your system.
3. Click New, which can be found in the top right.
4. Firstly in the Bank Account Name enter a name which will make it easily recognizable.
5. Then select the Type of Bank Account from the drop-down menu.
6. In the Account Number field, enter the Account Number provided by your Bank.
7. Select the Status of the Bank from the drop-down menu.
8. Next step is to link the Bank Account to one of your Nominal Accounts.
9. Please select your Company in the Company field.
10. Please select your Currency in the Currency field.
11. There are multiple other fields which you can fill in or link to other records. These are not necessary to create the Bank Account however so you can fill these in as you please or feel necessary.
12. Then click Save to ensure the changes take effect.